5 Amazing banking Resume Examples (Updated 2023) + Skills & Job Descriptions

A professionally designed banking resume clearly and efficiently describes your professional and educational history. Though you may have previous experience in finance and customer sales, you can only stand out to employers if you can effectively illustrate your qualifications on paper. Your job application likely will not get much time to grab a hiring manager's attention, and the resume is usually the first part that a manager reviews. This document is the first impression you make on a prospective employer. There are several qualities that hiring managers look for in applicants. You should have a working knowledge of bank services such as consumer loans and familiarity with banking software features, including online payment processing and transaction histories. We can help you refine wording, formatting, and design through our expert writing tips and a sample resume. Our examples will serve as your guide to drafting this essential document and securing your dream job.

Build your resume in 15 minutes

Give yourself the best chance of standing out from the competition!

Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.

START YOUR RESUME NOW

banking: Resume Samples & Writing Guide

Employment history

Senior Banking, Bank of the West San Francisco, California

November 2019 – Present

Provide customer service and assist customers with their banking needs
Process customer transactions, including deposits, withdrawals, and loan payments
Handle incoming and outgoing payments

Associate Banking, Bank of America Charlotte, North Carolina

April 2019 – October 2019

Identify customer needs and recommend appropriate financial services
Assist with branch operations and administrative tasks
Ensure compliance with banking regulations and procedures

Jr. Banking, PNC Bank Pittsburgh, Pennsylvania

October 2018 – March 2019

Monitor and report suspicious activity
Ensure compliance with banking regulations and procedures
Identify customer needs and recommend appropriate financial services

Education

Columbia University, New York, New York

Bachelor of Science in Financial Services, August, 2018

Skills

Reporting

Business Acumen

Troubleshooting

Collaboration

Networking

Computer Literacy

Cloud Computing

Software Development

Do you already have a resume? Use our PDF converter and edit your resume.

Build My Resume

Employment history

Entry Level Banking, JP Morgan Chase New York, New York

March 2022 – December 2022

Identify customer needs and recommend appropriate financial services
Process customer transactions, including deposits, withdrawals, and loan payments
Provide customer service and assist customers with their banking needs

Education

University of Texas at Austin, Austin, Texas

Doctor of Philosophy in Financial Planning, January, 2022

University of Texas at Austin, Austin, Texas

Bachelor of Science in Financial Services, January, 2018

Skills

Decision Making

Quality Assurance

Strategic Thinking

Stress Management

Mobile Development

Computer Literacy

Business Acumen

Project Management

Build My Resume

Professional Summary

Highly experienced banking professional with expertise in financial analysis, portfolio management, and risk management. Proven track record of delivering high-quality results and exceeding expectations.

Employment history

Chief Banking, TD Bank Portland, Maine

October 2013 – Present

Participate in training and development courses
Answer customer inquiries and resolve customer complaints
Open new accounts and help customers with account maintenance

Associate Banking, TD Bank Portland, Maine

October 2012 – October 2013

Assist in the development of marketing strategies
Assist with branch operations and administrative tasks
Cross-sell bank products and services

Entry Level Banking, Bank of the West San Francisco, California

April 2012 – October 2012

Identify customer needs and recommend appropriate financial services
Balance cash drawers at the end of the day
Assist in the development of marketing strategies

Education

University of Chicago, Chicago, Illinois

Certified Risk Professional, February, 2012

Skills

Networking

Customer Service

Financial Management

Leadership

Programming

Project Management

Security

Computer Literacy

Build My Resume

Employment history

Entry Level Banking, JP Morgan Chase New York, New York

June 2022 – March 2023

Perform customer verifications and credit checks
Maintain accurate records of customer accounts
Cross-sell bank products and services

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Master of Science in Financial Planning, April, 2022

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Science in Financial Services, April, 2018

Skills

Attention to Detail

Networking

Teamwork

Time Management

Networking

Visualization

Software Development

Technical Writing

Build My Resume

Employment history

Entry Level Banking, PNC Bank Pittsburgh, Pennsylvania

August 2021 – May 2022

Monitor and report suspicious activity
Assist with branch operations and administrative tasks
Identify customer needs and recommend appropriate financial services

Education

University of Texas at Austin, Austin, Texas

Master of Science in Finance, June, 2021

University of Texas at Austin, Austin, Texas

Bachelor of Science in Investment Banking, June, 2017

Skills

Creativity

Attention to Detail

Adaptability

Time Management

Cloud Computing

Business Acumen

Networking

Software Development

Use This banking Resume Template

Not in love with this template? Browse our full library of resume templates

banking Job Descriptions; Explained

If you're applying for an banking position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

banking

here we processing NEW LOAN SETUP (the begining stage of mortgage)
Providing process information, daily work updates and delivers the loans with clients.· Handling the Preparing higher escalation calls.· Take Responsibility of enter floor.· Meet in daily service level and Answering level.· Meet the Difficulties of customer queries.
we have worked with CENLAR bank with follow screens
ADD1,ADD2,BOR1,PCR,MERS,HZD,FLD,SSN…etc

banking/liv clerk

Oversee cashiers and conduct cash-ups
Investigate and report shortages and surpluses
Manage branch float and and ensure cashier floats are readily available
Work within strict audit requirements
Compile daily banking pack and submit to Admin Manager
Coordinate training for new cashiers and Banking back up
Recruit new cashiers. Interview and selection process

banking

Investigating and process invoices parked by Receiving department
Liaison with suppliers for credits or incorrect prices

banking Job Skills

For an banking position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Analysis
Database Management
Project Management
Quality Assurance
Troubleshooting
Computer Literacy
Technical Writing
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Risk Management
Software Development
Networking
Security
Data Mining
Cloud Computing
Programming
Mobile Development

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your banking Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Senior Banking, SunTrust Bank Atlanta, Georgia

October 2015 – May 2022

Monitor and report suspicious activity
Participate in training and development courses
Assist in the development of marketing strategies

Banking, U.S. Bank Minneapolis, Minnesota

October 2014 – September 2015

Handle incoming and outgoing payments
Ensure compliance with banking regulations and procedures
Answer customer inquiries and resolve customer complaints

Entry Level Banking, Capital One McLean, Virginia

May 2013 – September 2014

Balance cash drawers at the end of the day
Cross-sell bank products and services
Open new accounts and help customers with account maintenance

Education

University of Virginia, Charlottesville, Virginia

Bachelor of Science in Business Administration, March, 2013

Skills

Database Management

Communication

Collaboration

Troubleshooting

Computer Literacy

Quality Assurance

Data Analysis

Software Development

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your banking Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Professional Summary

Highly experienced banking professional with a proven track record of success in financial analysis, risk management and customer service. Adept at leveraging strong industry knowledge and analytical skills to drive profitable business outcomes.

Employment history

Chief Banking, Bank of America Charlotte, North Carolina

January 2009 – Present

Perform custmer verifications an credit checks.
Balence cash drawerss at teh end of teh day.
Maintane inaccurat records of customer accounts.

Associate Banking, SunTrust Bank Atlanta, Georgia

February 2008 – January 2009

Perform custmer verifications, and credit checkes.
Handel incommin and outgoin paymants.
Anser customer inquires n' resolve customer compliants.

Entry Level Banking, TD Bank Portland, Maine

July 2007 – January 2008

Education

Columbia University, New York, New York

Certified Financial Services Auditor, May, 2007

Skills

Financial Management

Database Management

Adaptability

Planning

Mobile Development

Data Mining

Reporting

Troubleshooting

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

banking Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an banking position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Senior Banking
PNC Bank
Pittsburgh, Pennsylvania

To the respected PNC Bank Hiring Team

I am writing to express my interest in the Senior Banking role at PNC Bank. As a Banking with 5 years of experience, I am confident that I possess the necessary skills and qualifications to excel in this position.

As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for the Banking field, I am excited to apply my skills to this role and contribute to your organization's growth and success.

Thank you for considering my application for the Senior Banking position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.

Kindest regards,
Ursula Upton
683-901-1045
[email protected]

Ursula Upton

CUSTOMIZE THIS COVER LETTER

Showcase your most significant accomplishments and qualifications with this cover letter.
Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters